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David Lee Cobb is an independent financial advisor who is committed to helping clients work toward their financial and retirement goals; specifically helping them strive for their maximum financial potential. Clients of David have been able to achieve additional benefits in the areas of tax savings, increased lifetime retirement income streams, and improved protection management for a more confident financial life thru his planning process.

David and his team have worked with hundreds of individuals, professionals & business owners, with the goal of maximizing their financial potential. David’s approach is unique, including techniques that demonstrate how strategic planning can allow one dollar to perform multiple functions or jobs.

David Cobb is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Innovative Financial Group is not affiliated with USA Financial Securities.

David Cobb is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: MI. For investment advisory services these states include: IL, MI, OH. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.